See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,203 | $100,852-79.0% | $90,404-76.5% | $158,922-86.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | -55.06% | 1724.20%-1779.3pp | 1293.02%-1348.1pp | 302.83%-357.9pp |
| Employer contribution / active EE | $6,610 | $3,689+79.2% | $3,262+102.6% | $4,761+38.8% |
| Participant deferral / active EE | $6,610 | $4,348+52.0% | $3,963+66.8% | $5,982+10.5% |
| Admin fee / account holder | $8,535 | $6,501+31.3% | $5,611+52.1% | $11,246-24.1% |